Testimonials

Client Success Stories

We pride ourselves on the positive impact we have on our clients’ financial journeys. Hear from those who have experienced our personalized approach and expert guidance firsthand.

Planning with Purpose completely transformed my financial situation. For years, I had been saving diligently but felt let down when I realized my policy couldn't provide the income I needed. They stepped in, explained my options clearly, and helped me move to a better solution. Now, not only is my cash value growing, but I also have access to the income I need for my goals. I feel confident and secure for the first time in years. Thank you, Planning with Purpose, for making my future brighter!

Planning with Purpose made retirement planning so much easier for me. I had several old 401(k) accounts and was worried about market crashes as I got closer to retirement. I needed my savings to grow but couldn’t afford to lose money in another downturn. Darius and his team guided me through a 1035 exchange, moving my accounts into a fixed indexed annuity with a 0% floor guarantee. Now, my savings are safe from market losses while still growing with market gains. I feel secure about my future and no longer stress about another 2008-style crash. Thanks to Planning with Purpose, I can finally enjoy the retirement I’ve been working toward!

Working with Darius was one of the best financial decisions I’ve made! He helped me save over $500,000 in projected lifetime taxes by utilizing the 7702A tax code to properly fund my policy. Not only am I growing my savings tax-deferred, but I’m also setting myself up for tax-free income in retirement. I’m beyond excited to have a strategy in place that will help reduce my tax bill down the road. Darius took the time to explain everything clearly and made sure I felt confident in my financial future. I’m so stoked about how my retirement plan is shaping up, and I truly feel prepared for what’s ahead!

I’ve always found financial planning to be overwhelming, but Darius made everything so easy to understand. He broke down complex strategies into simple steps and showed me how I could reach my retirement goals without the stress of market volatility. Now I’m clear on my financial path and feel empowered to take control of my future.

Darius and his team went above and beyond to help me. They didn’t just focus on my retirement plan—they took the time to evaluate my entire financial picture. From tax strategies to insurance, investments, and estate planning, they addressed every aspect of my financial life. For the first time, I have a clear, comprehensive plan that not only secures my future but also gives me the confidence and peace of mind to know I’m on the right path. I feel fully in control of my finances, and that’s a game-changer.

I always dreamed of leaving a legacy for my children, but honestly, I wasn’t even sure I’d have enough saved to live comfortably in retirement, let alone provide for them after I’m gone. Darius completely turned that around for me. He crafted a plan that not only secures my retirement income but also protects and grows my assets for the future. Now, I know my wealth will be passed down efficiently, without being drained by unnecessary taxes. For the first time, I feel truly confident—not just about enjoying my retirement but also about leaving behind a meaningful legacy for my family. It’s an incredible relief to know they’ll be cared for, and I can focus on making the most of this next chapter in life.

Working with Darius Nabavi was a game changer for my retirement planning. His knowledge and expertise helped me understand my options and develop a strategy that aligns perfectly with my financial goals. I now feel confident about my future.

I can’t thank Planning with Purpose Enterprise enough for their support and guidance. Darius took the time to listen to my concerns and tailored a plan that addressed all my needs. Their personalized approach made all the difference.

Darius and his team provide exceptional service. They walked me through every step of the process, ensuring I understood everything along the way. I now have a clear plan for my retirement, and I feel secure in my financial future.

Planning with Purpose Enterprise has been invaluable in my retirement planning. Darius’s focus on education empowered me to make informed decisions, and his strategies have helped protect my wealth against market volatility.

I highly recommend Planning with Purpose Enterprise to anyone looking for reliable financial guidance. Darius’s integrity and commitment to his clients are evident in every interaction. I now have a sustainable plan for my retirement, and I couldn’t be happier.

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